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A ceasefire has been reached. The Strait of Hormuz is open. 700 ships have started moving.
But don’t think, everything is safe.
Trump just issued a final ultimatum to Iran: 60 days to reach a final agreement.
Nuclear issues? We’ll discuss them slowly. Oil export sanctions? We’ll discuss them slowly. Hezbollah in Lebanon? We’ll discuss them slowly.
All postponed to "talk about it next time."
They signed a memorandum of understanding, but the details of the agreement are still being argued over. Ceasefire negotiations can be halted at any time, restarted at any time, more exciting than a roller coaster.
This is not the end, but another chaotic beginning.
Oil prices are about to fall, inflation will slow down, BTC is about to take off?
Wake up.
The Strait of Hormuz is open, but how it’s open, for how long, and who oversees it — all are vague.
The market isn’t afraid of bad news; it’s afraid of not knowing whether it’s good news.
Anything can happen in these 60 days.
Today, negotiations collapse, oil rebounds to 95.
Tomorrow, negotiations succeed, oil crashes to 85.
The day after tomorrow, Iran issues tough words again, and the strait is blocked once more.
Trump’s words are more unpredictable than any candlestick chart.
In these 60 days, how should you treat your positions?
First, don’t bet on the direction.
During this 60-day window, oil prices will bounce back and forth between 85 and 100. Inflation expectations will fluctuate wildly, and Federal Reserve officials’ words will follow oil prices. Betting on a single side? If wrong, you’re done.
Second, reduce leverage, prioritize survival.
In these 60 days, any high-leverage contract is gambling. Not because your judgment is wrong, but because one sentence from Trump today or a statement from Iran tomorrow can wipe out both longs and shorts.
Third, keep an eye on three things:
What the Iranian foreign minister Araghchi says after heading to Switzerland. Hardline? Softening?
After the talks between US special envoy Witkov and Kushner, is there any word like "progress"?
In Trump’s daily tweets, are there words like "sanctions," "oil tankers," "nuclear facilities"?
Any trouble with these three things will cause BTC to react immediately.
Not rise, but fall.
These 60 days are not "uncertain" — they are "certain to be repeatedly uncertain."
The agreement is reached, but implementation is chaotic.
Ceasefire is confirmed, but details are still being argued over.
Oil prices have fallen, but they can rise at any time.
You think you’ve caught the bottom? Sorry, the bottom might be after the next news comes out. #我的Gate交易时刻 #美伊谈判推迟 #沃什首秀美联储利率不变 $BTC $CL $ETH